Japan Economics Weekly BoJ will hike rates again in June The recent turmoil in Japan’s bond market seems to have prompted some soul-searching among policymakers in Tokyo and we remain convinced that a decisive LDP victory in the upcoming Lower House... 6th February 2026 · 5 mins read
Asia Economics Update Why this election matters for Bangladesh The upcoming election on 12th February will be pivotal for Bangladesh as the country seeks to restore stability following the 2024 political crisis and place the economy on a more sustainable footing... 5th February 2026 · 4 mins read
India Economics Focus India’s corporate investment is on the cusp of a revival We think conditions for the long-awaited revival in private corporate investment in India are now largely in place. As a result, we now expect real GDP growth in India to average 6.5% per year from... 5th February 2026 · 12 mins read
Japan Economics Update How much of a buffer do government assets provide? Japan’s government holds more financial assets than governments elsewhere. While the value of the government’s domestic asset holdings could plunge during a crisis, a large share is invested overseas... 5th February 2026 · 4 mins read
APAC Commercial Property Valuation Monitor APAC Commercial Property Valuation Monitor (Q1 2026) Asia-Pacific valuation scores worsened in Q4 as bond yields rose across markets while property yields held flat. As we expect risk-free rates to remain high, all-property valuations are likely to stay... 5th February 2026 · 1 min read
Commodities Update Oil market implications of US-India rapprochement Warming US-India relations, centred around an agreement for India to purchase less Russian oil, risks tightening the global oil market. However, we aren’t convinced that India will curtail imports... 4th February 2026 · 3 mins read
Asset Allocation Focus What Japan’s election could mean for its financial markets This weekend’s election in Japan could be bad news for JGBs if the LDP emerges victorious and this prompts expectations of even more fiscal stimulus. That might not be good for the yen either. But it... 4th February 2026 · 9 mins read
China Economics Update China’s labour market is on the mend Our China Labour Market Indicator has climbed back above its long-run average recently, signalling an improving employment backdrop. A key driver has been stronger labour demand among exporters, who... 4th February 2026 · 4 mins read
Asia Economics Update Taiwan leaving Korea in the slow lane Taiwan’s economy for a long time grew at the same pace as Korea, but is now surging ahead. Taiwan’s central role in AI-related electronics supply chains has driven a powerful post-pandemic expansion... 4th February 2026 · 3 mins read
Asia Economics Update Korea: will the equity boom lift the economy? Korea’s equity boom is unlikely to deliver a major boost to Korean consumers or the broader economy. But it is sending a clear signal about the external outlook. The rally reflects Korea’s central... 3rd February 2026 · 3 mins read
Asia Economics Focus Thailand: economic woes to continue after election Whichever party wins Thailand’s general election on 8th February will inherit a weak economy, tight fiscal constraints, and deep-seated structural and demographic challenges. The continued shift... 2nd February 2026 · 17 mins read
Japan Economics Focus BoJ policy rate will rise to 2.5% over coming decade We now believe that the BoJ’s policy rate will climb to 2.5% during the 2030s as inflation settles at higher levels, potential growth picks up and a shift in incentives alters the balance between... 2nd February 2026 · 13 mins read
Asia Economics Update Asia Manufacturing PMIs, Korea Trade (January) The January manufacturing PMI readings for Asian economies remain consistent with generally steady growth in manufacturing. However, the PMIs have recently been a poor guide to the hard activity data... 2nd February 2026 · 3 mins read
China Rapid Response China PMIs (Jan. 2026) The pickup in RatingDog services PMI for January only partially offsets the weakness in the official survey data. The big picture is still that the economy appears to have lost some momentum last... 2nd February 2026 (Updated 4th February 2026) · 2 mins read
India Economics Update India’s Union Budget: function over fanfare In an unspectacular FY26/27 Union Budget summed up by the fall in equities since the announcement, the Finance Ministry has unveiled small boosts to spending in politically-sensitive areas and made up... 1st February 2026 · 3 mins read
China Chart Pack China Chart Pack (Jan 26) China’s growth slowed in December, with the economy expanding by just 3.1% in 2025. Export growth and fiscal support will continue to provide a significant (albeit smaller) prop to the economy over... 30th January 2026 · 0 mins read
